In today’s briefing: Alibaba (9988 HK/BABA) Dual Primary Listing: Are We There Yet?Midea Group (300…
Smartkarma Daily BriefsSeptember 10, 2024
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Smartkarma Daily Briefs
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In today’s briefing: Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT;…
Smartkarma Daily BriefsSeptember 8, 2024
In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)Mar25 Nikkei 225…
Smartkarma Daily BriefsSeptember 7, 2024
In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Fuji…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: S&P500/400/600 Index Rebalance: Dell, Palantir Make It (Finally!); Apple UpweightS&P/ASX Index Rebalance…
Smartkarma Daily BriefsSeptember 9, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Virgin Money, PSC Insurance, Rex Minerals,…
Smartkarma Daily BriefsSeptember 8, 2024
In today’s briefing: Jardine Matheson (JM SP): Squeezing More Life Out Of The NAVKey Flow…
Smartkarma Daily BriefsSeptember 7, 2024
In today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Murakami Group Now 19+% on Exedy (7278) - LOTS of Room Left…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Hindustan Zinc OFS Early Look - Due for a Correction, Large Selling…
Smartkarma Daily BriefsAugust 15, 2024
In today’s briefing: WeRide IPO - Stiff Competition and Bleak Sentiment. Premium Valuation Doesn’t HelpWeRide…
Smartkarma Daily BriefsAugust 14, 2024
In today’s briefing: Brainbees (FirstCry) IPO Trading - Decent Subscription and ValuationWeRide (WRD US) IPO:…
Smartkarma Daily BriefsAugust 13, 2024
In today’s briefing: ECM Weekly (12th Aug 2024) - Ola Electric, Brainbees, WeRide, Akum, CR…
Smartkarma Daily BriefsAugust 12, 2024
In today’s briefing: Rubicon Research Pre-IPO Tearsheet Rubicon Research Pre-IPO TearsheetBy Akshat Shah Rubicon Research…
Smartkarma Daily BriefsAugust 10, 2024
In today’s briefing: Ola Electric IPO Trading - Decent Anchor, Tepid Overall DemandParas Healthcare Pre-IPO…
Smartkarma Daily BriefsAugust 9, 2024
In today’s briefing: Weekly Consumer Tales: India Festive Season: Hyundai Slows, Toyota Aces. First Cry…
Smartkarma Daily BriefsSeptember 9, 2024
In today’s briefing: Ipca Laboratories (IPCA IN): Domestic Revenue Drives Q1FY25 Result; Full-Year Margin Guidance…
Smartkarma Daily BriefsSeptember 8, 2024
In today’s briefing: HDFC Bank: Looking Beyond Reported NumbersIntel Cancels 20A. Now Why Would They…
Smartkarma Daily BriefsSeptember 7, 2024
In today’s briefing: We Need To Talk About New World (17 HK)TSMC (2330.TT; TSM.US): Benefiting…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sony's (6758) Bold Move into Web3: What Is Soneium?PC Partner: Relocating HQ…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Nextage (3186): One Analyst, Two Valuations, Both WrongZhongsheng Group Holdings (881 HK,…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Last Week in Event SPACE: Fuji Soft, Jardine Matheson, Exedy, Henderson Last…
Smartkarma Daily BriefsSeptember 8, 2024
In today’s briefing: Intel Cancels 20A. Now Why Would They Go & Do That?AMD Acquires…
Smartkarma Daily BriefsSeptember 7, 2024
In today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Nikkei 225 Index Rebalance: NRI, Ryohin Keikaku IN; Nippon Paper, DIC OUT;…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Select Sector Indices - Updated Flows as Round-Trip Trade Hits US$35bnFuji Soft…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Hindenburg Strikes Again: SMCI's 10K Delay Raises Red FlagsTaiwan Tech Weekly: Nvidia's…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Weekly Deals Digest (08 Sep) - Midea, Fuji Soft, Pasco, Seven &…
Smartkarma Daily BriefsSeptember 8, 2024
In today’s briefing: Midea Group: Initial Thoughts on the Hong Kong IPO ListingPDD Holdings Inc.:…
Smartkarma Daily BriefsSeptember 7, 2024
In today’s briefing: We Need To Talk About New World (17 HK)Xingda Int'l (1899 HK):…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Midea Group H Share Listing: AH Discount ViewsPC Partner: Relocating HQ and…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: HSI, HSCEI, HSTECH, HSIII: Rebalance Flows Post Capping (Sep 2024)Hang Seng, HSCEI,…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Midea A/H Listing - 1H24 Updates - Strong Growth, Margins Uptick ContinuesMidea…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Fuji Soft (9749) - KKR Launches Early to Stymy Bain Who Has…
Smartkarma Daily BriefsSeptember 6, 2024
In today’s briefing: Sep24 Nikkei 225 Review Results: A Slightly Baffling 2 IN, 2 OUTNikkei…
Smartkarma Daily BriefsSeptember 5, 2024
In today’s briefing: Murakami Group Now 19+% on Exedy (7278) - LOTS of Room Left…
Smartkarma Daily BriefsSeptember 4, 2024
In today’s briefing: Sep24 Nikkei 225 Rebal - Last Minute Thoughts and Change in PredictionsJapan…
Smartkarma Daily BriefsSeptember 3, 2024
In today’s briefing: Artisan Partners Writes a Letter To the 7&I Board (3382) - Meh...Hamamatsu…
Smartkarma Daily BriefsSeptember 2, 2024
In today’s briefing: (Mostly) Asia-Pac M&A: Seven & I, Silverlake Axis, Shanghai Henlius, CPMC, Shinko…
Smartkarma Daily BriefsSeptember 1, 2024
In today’s briefing: Smartkarma Webinar | ASEAN IPO Capital Market Outlook: Cautious Optimism Amid Economic…
Smartkarma Daily BriefsAugust 21, 2024
In today’s briefing: Making a Drama Out of a Steel CrisisSaurabh Mukherjea: The Case for…
Smartkarma Daily BriefsAugust 20, 2024
In today’s briefing: Four Reasons To Be Tactically BullishThe Heat Is On: News Flow and…
Smartkarma Daily BriefsAugust 19, 2024
In today’s briefing: Oil Lost Gains to Demand Concerns and Unexpected Build in US InventoriesSteven…
Smartkarma Daily BriefsAugust 18, 2024
In today’s briefing: Mint Macro Roundup: U.S. Inflation Dips Below 3% Amid Stronger Retail SalesHeard…
Smartkarma Daily BriefsAugust 17, 2024
In today’s briefing: EM Watch: The Chinese race towards 0% interest ratesTechnically Speaking, Breakouts and…
Smartkarma Daily BriefsAugust 16, 2024
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